New Integration: Pipedrive

Description

Add Pipedrive integration to sync CRM data including deals, contacts, activities, and organizations into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/hubspot/ - Similar CRM system
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference on OAuth and messaging

Required Files Structure

integrations/pipedrive/
├── src/
│   ├── index.ts          # Main entry, OAuth spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Pipedrive API utilities
│   ├── account-create.ts # OAuth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Pipedrive API Integration

OAuth Setup

• Use OAuth 2.0 for public apps (API token for private integrations)
• Authorization URL: https://oauth.pipedrive.com/oauth/authorize
• Token URL: https://oauth.pipedrive.com/oauth/token
• Required scopes: deals:read, contacts:read, activities:read, organizations:read, users:read
• API base URL: https://api.pipedrive.com/v1/ (v2 also available)

Key Endpoints

• GET /v1/deals - List all deals
• GET /v1/deals/{id} - Get a specific deal
• GET /v1/persons - List all contacts/persons
• GET /v1/organizations - List all organizations
• GET /v1/activities - List all activities
• GET /v1/users - List all users
• GET /v1/pipelines - List all pipelines
• GET /v1/stages - List all deal stages
• GET /v1/notes - List all notes
• GET /v1/recents - Get recent changes (useful for incremental sync)

Events to Track

1. Deals - Created, updated, won, lost, stage changes
2. Contacts/Persons - New contacts, updates, merges
3. Activities - Calls, meetings, tasks, emails logged
4. Organizations - New organizations, updates
5. Notes - Notes added to deals, contacts, organizations

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement OAuth 2.0 flow in account-create.ts
• Create API utilities in utils.ts with Pipedrive API client
• Implement sync logic in schedule.ts for deals, contacts, activities
• Convert Pipedrive events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• Pipedrive API uses REST with JSON output
• Supports CORS
• Stateless API - all requests validated against API token or OAuth
• Both v1 (stable) and v2 (newer) API versions available; recommend starting with v1
• Use /v1/recents endpoint for efficient incremental syncing
• Pagination via start and limit parameters
• Client libraries available for PHP, JavaScript (Node), Python, .NET, and Ruby
• OpenAPI 3 specification available for import into API tools

Resources

• Pipedrive API v1 Reference
• Pipedrive Developers Portal
• Pipedrive API v2 Overview
• Getting Started Guide
• API Changelog

Labels

enhancement, integration, new-feature